国际纸业股价创60日新高 业务分拆与财报超预期成主因

Core Viewpoint - International Paper (IP.N) reached a 60-day high on February 13, 2026, driven by the ongoing business split plan and better-than-expected revenue performance in its latest financial report [1] Stock Performance - As of February 13, 2026, International Paper's stock closed at $49.52, up 0.71% for the day, with an intraday high of $49.58, marking a 60-day peak [1] - The stock has seen a cumulative increase of 6.30% over the past five days and a year-to-date rise of 25.70%, significantly outperforming the Dow Jones index and the packaging and containers sector [1] Business Split Plan - On January 29, 2026, the company announced plans to split its North American and EMEA packaging businesses into two independent publicly traded companies, expected to be completed within 12-15 months [1] - This strategic move is viewed by the market as a way to optimize regional operational efficiency, contributing to the positive stock price momentum [1] Financial Performance - The fourth-quarter financial report for 2025 revealed revenues of $6.01 billion, a year-over-year increase of 53.1%, surpassing market expectations of $5.92 billion [1] - Despite an adjusted earnings per share loss of $0.08 due to non-cash goodwill impairment, the revenue growth has strengthened market expectations regarding the potential of the business post-split [1] Market Environment - On the same day, the broader U.S. stock market experienced a moderate increase, with the Dow Jones rising by 0.46%, while the packaging sector showed stable performance [1] - The company's stock price increase was primarily driven by individual fundamentals rather than overall market trends [1] - The company maintains a dividend yield of 3.74%, attracting interest from defensive investors [1]